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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
376
Westside Investment Management
California
$1.06K +$1.08K +7 New
MA
377
MCF Advisors
Kentucky
$1.01K +$1.08K +7 New
CAL
378
Capital Analysts LLC
Pennsylvania
$1K – – –
MEG
379
Millstone Evans Group
Colorado
$906 -$771 -5 -45%
CFD
380
Creative Financial Designs
Indiana
$906 – – –
CFB
381
Cullen/Frost Bankers
Texas
$906 – – –
HFS
382
Hughes Financial Services
Virginia
$906 +$771 +5 +500%
CA
383
Clearstead Advisors
Ohio
$906 +$925 +6 New
SWIM
384
Smallwood Wealth Investment Management
New Jersey
$905 – – –
DWM
385
Darwin Wealth Management
Florida
$759 – – –
AF
386
Advisornet Financial
Minnesota
$755 – – –
MCM
387
Manchester Capital Management
Vermont
$755 – – –
NWM
388
Nova Wealth Management
Florida
$755 – – –
SWM
389
Spire Wealth Management
Virginia
$755 – – –
PWMG
390
Prestige Wealth Management Group
New Jersey
$755 +$308 +2 +67%
CIAM
391
Caitong International Asset Management
Hong Kong
$755 +$616 +4 +400%
MMCM
392
Murphy & Mullick Capital Management
New York
$604 – – –
SC
393
SouthState Corp
Florida
$604 – – –
WA
394
Walsh & Associates
Florida
$604 – – –
CCMI
395
Creative Capital Management Investments
California
$604 +$616 +4 New
BLC
396
Brown, Lisle/Cummings
Rhode Island
$453 – – –
HIA
397
HFM Investment Advisors
New Jersey
$453 +$308 +2 +200%
GWM
398
Gilpin Wealth Management
Colorado
$453 +$462 +3 New
MWM
399
Mascoma Wealth Management
New Hampshire
$453 +$462 +3 New
TSMHT
400
Thurston Springer Miller Herd & Titak
Indiana
$452 – – –